Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
My client is a forward-thinking marketing firm based in Dayton, Ohio, dedicated to delivering innovative marketing solutions to businesses across various industries, focusing on creativity, data-driven strategies, and client satisfaction.
Position Overview: The New Business Development Representative will help expand clientele. You will be at the front of the company and be dedicated to creating and applying an effective sales strategy. Your goal will be to drive sustainable financial growth by boosting sales and forging strong relationships with new clients.
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What We Offer:
How to Apply: Please send your resume, a cover letter detailing your relevant experience, and why you are interested in this position; please email your resume to dnesbit@dnaincincllc.com
We thank all applicants for their interest; however, only those candidates selected for interviews will be contacted.
My client is an equal opportunity employer who celebrates diversity and is committed to creating an inclusive environment for all employees.
Job Type: Full-time
Pay: $36,000.00 per year
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Work Location: Hybrid remote in Centerville, OH 45459
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0 Annuities Representative (New Business) jobs found in Dayton, OH area